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  1. thedocyard
  2. Welcome to thedocyard
  3. Workflow

Workflow

Follow New articles New articles and comments

Manage transactions from start to close

  • Dashboard activity ribbon
  • Watermarking documents
  • Deal Room Permissions - setting team access to tabs, folders & files
  • Importing tasks to a checklist
  • When to use a Checklist, Document or Data Room Tab
  • Create a new tab & set team permissions
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